BERNSTEIN: “Tesla stated that it expects to grow units in FY 24, which we do not believe is a slam dunk. .. We struggle with why $TSLA needs a discrete robo-taxi offering, and we believe widespread deployment of FSD is 5 - 10 years away ..”
Reiterate Underperform, $120 target
https://x.com/carlquintanilla/status/1783082429906895357
